BANK OF MONTREAL /CAN/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 257 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.46 and the average weighting 0.8%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,634,454
-9.3%
274,624
-8.3%
0.01%
-7.1%
Q2 2023$41,502,273
-12.7%
299,395
-14.0%
0.01%
-33.3%
Q4 2022$47,540,880
+26.5%
347,955
+23.6%
0.02%
+31.2%
Q3 2022$37,589,000
-5.0%
281,529
-6.6%
0.02%
-11.1%
Q2 2022$39,587,000
-5.9%
301,572
+8.7%
0.02%
-10.0%
Q1 2022$42,071,000
+23.4%
277,461
+22.4%
0.02%
+11.1%
Q4 2021$34,084,000
+89.2%
226,740
+81.1%
0.02%
+125.0%
Q3 2021$18,019,000
-6.7%
125,227
-8.9%
0.01%
-20.0%
Q2 2021$19,303,000
+74142.3%
137,398
+72214.7%
0.01%
Q1 2021$26,000
-98.4%
190
-98.6%
0.00%
-100.0%
Q4 2020$1,650,000
+22.0%
13,491
+3.3%
0.00%0.0%
Q3 2020$1,353,000
+14.9%
13,057
+3.7%
0.00%0.0%
Q2 2020$1,178,000
-4.5%
12,592
-20.8%
0.00%0.0%
Q1 2020$1,234,000
-29.3%
15,904
+8.5%
0.00%0.0%
Q4 2019$1,746,000
+23.8%
14,653
+17.5%
0.00%0.0%
Q3 2019$1,410,000
-92.3%
12,475
-92.4%
0.00%
-93.3%
Q2 2019$18,226,000
+2.5%
163,695
-0.7%
0.02%0.0%
Q1 2019$17,785,000
+12.1%
164,858
-1.0%
0.02%0.0%
Q4 2018$15,859,000
-18.0%
166,480
-2.6%
0.02%0.0%
Q3 2018$19,335,000
+10.4%
171,004
+7.8%
0.02%
+7.1%
Q2 2018$17,518,000
+2.0%
158,589
+1.0%
0.01%
-6.7%
Q1 2018$17,176,000
-11.4%
157,011
-9.6%
0.02%
-11.8%
Q4 2017$19,385,000
+1.9%
173,748
-3.5%
0.02%0.0%
Q3 2017$19,027,000
+2.2%
180,107
-0.5%
0.02%
-5.6%
Q2 2017$18,619,000
+4.4%
180,990
+3.4%
0.02%
+5.9%
Q1 2017$17,839,000
+3.3%
175,032
-2.0%
0.02%
-5.6%
Q4 2016$17,270,000
+11.2%
178,540
+7.6%
0.02%
+5.9%
Q3 2016$15,526,000
+20.0%
165,933
+14.2%
0.02%
+13.3%
Q2 2016$12,939,000
+11.1%
145,253
+8.7%
0.02%
+25.0%
Q1 2016$11,646,000
-4.2%
133,668
-5.4%
0.01%
-20.0%
Q4 2015$12,151,000
-0.7%
141,371
-3.9%
0.02%
-11.8%
Q3 2015$12,241,000
-12.9%
147,064
-5.2%
0.02%
+6.2%
Q2 2015$14,054,000
+6.2%
155,171
+7.7%
0.02%
+6.7%
Q1 2015$13,237,000
+12.2%
144,016
+9.2%
0.02%
+15.4%
Q4 2014$11,797,000
-18.7%
131,912
-22.8%
0.01%
-18.8%
Q3 2014$14,513,000
+57.7%
170,944
+61.5%
0.02%
+60.0%
Q2 2014$9,204,000
+43.9%
105,863
+37.1%
0.01%
+25.0%
Q1 2014$6,395,000
+36.5%
77,201
+31.4%
0.01%
+33.3%
Q4 2013$4,686,000
+31.6%
58,734
+20.8%
0.01%0.0%
Q3 2013$3,562,000
+76.8%
48,635
+65.7%
0.01%
+50.0%
Q2 2013$2,015,00029,3490.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2015
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders